Wealth Management

Markets have survived wars, recessions, tariffs, and pandemics – is recovery part of the cycle?

Markets have survived wars, recessions, tariffs, and pandemics – is recovery part of the cycle?

Markets have survived wars, recessions, tariffs, and pandemics – is recovery part of the cycle?

This time of year offers an opportunity to pause and revisit your financial life.

In this quarter’s commentary, we are continuing with the theme of stock market volatility and some comments we included with our most recent trade rationale. We understand that market fluctuations can be unsettling.

Here’s a look at some of the latest scams we are seeing, and tips on how to protect yourself.

Including bonds in your portfolio can help diversify your investments.

For this quarter’s commentary, we thought we’d go in a different direction. Brian Kelly is an insurance specialist in our Wealth Management team here at The Partners Group. Brian recently completed extensive travel with his family, including home schooling children along the way! With the summer travel season here, we asked Brian to share a few tips and tricks to help us as we get ready to explore our world.

For this quarter’s commentary, we enlisted the help of Ashley Krause, a senior care advisor with Senior One Source. Ashley was the main presenter at our senior care gathering for clients in March, and we found her material so important that we chose to share it with all of our clients.

If current tax law does not change, the TCJA will expire in 2026, reverting to the lower thresholds in place in 2016 of $6.46 million (single) and $12.92 million (married). As you can see, this would have a significant impact on individuals and families who experienced growth in their personal net worth over the last 10 years.